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The links below are provided for your benefit and M&T Insurance Agency Online Portal does not guarantee the accuracy of the information provided:
IRS - Form 1099-SA (Distributions) IRS - Form 5498-SA (Contributions) IRS - Instructions: 1099-SA/5498-SA IRS - Form 8889 (HSA) IRS - Publication 969 - PDF Format U.S. Treasury Resource Center > Health Savings Accounts Designation of Beneficiary Additional Debit Card Request - Authorized User Direct Deposit Sign Up Roll Over Certification IRA Rollover Form Transfer Form Prior Year Contribution Form
IRS - Form 1099-SA (Distributions)
IRS - Form 5498-SA (Contributions)
IRS - Instructions: 1099-SA/5498-SA
IRS - Form 8889 (HSA)
IRS - Publication 969 - PDF Format
U.S. Treasury Resource Center > Health Savings Accounts
Designation of Beneficiary
Additional Debit Card Request - Authorized User
Direct Deposit Sign Up
Roll Over Certification
IRA Rollover Form
Transfer Form
Prior Year Contribution Form